PERSONAL INFORMATION & QUESTIONNAIRE 2016 TAX YEAR TAXPAYER Name, Soc Sec Num, Bday, Occupation, CELL PHONE, EMAIL PAGE 1 SPOUSE Name, Soc Sec Num, Bday, Occupation, CELL PHONE, EMAIL HOME FULL ADDRESS: Address, City, State, Zip, HOME PHONE (if applicable) NOTE: ENTER OR UPDATE DEPENDENT INFORMATION ON THE SECOND PAGE AT THE BOTTOM CIRCLE "Y" for Yes and "N" for No use the second page for any additional information. Y N 1 Do you want DIRECT DEPOSIT of any refunds? If "Y" Bank Name: Routing#: Acct#: Checking/Savings: Y N 2 Do you want $3 to go to the Presidential Campaign Fund? Y N 3 On your state return, do you wish to make any political/charitable contributions? Y N 4 Did your marital status, dependents, or any other basic information (like address) change? Y N 5 Is anyone in your household blind and/or disabled? Y N 6 Did any of your dependent children have income (wages, interest, etc.)? Y N 7 Were you a resident of, or did you have income from, more than one state OR country? Y N 8 Need or want estimated tax payment vouchers prepared? Did you or any member of your household have any of the following income/deductions? Use the second page to provide any additional details. Y N 9 Receive or pay alimony or separate maintenance payments? Y N 10 Buy, sell or trade any assets (stocks, bonds, business equipment, etc.)? Y N 11 Receive distributions from pensions, retirement accts, or Social Security? Y N 12 Contribute to a retirement plan OUTSIDE of an employer plan? Y N 13 Convert any traditional IRA or retirement plan to a ROTH? Y N 14 Credit card or other debt that was cancelled (YOU DID NOT PAY BACK)? Y N 15 Income producing activities like rentals, businesses, farms? Y N 16 Unreimbursed employee expenses (including classroom expenses for educators)? Y N 17 DID NOT HAVE health insurance coverage for all of 2016? IF YES EXPLAIN ON 2ND PAGE. Y N 18 Contributions to or distributions from a Health Savings Account? Y N 19 Moving expenses? Please provide details on next page. Y N 20 Pay educational expenses for post secondary education? Y N 21 Pay any student loan interest? If so, provide all Forms 1098 E. Y N 22 Cash any EE or I U.S. bonds and paid for educational expenses? Y N 23 Casualty or theft losses of your property? Y N 24 Incur child care or dependent care expenses? Y N 25 Adoption expenses during the year? Y N 26 Buy, sell, or refinance any home? Please provide the HUD 1 statement. Y N 27 Home energy improvements or make large purchases (vehicles, etc.)? Y N 28 Gifts more than $14,000 to any person (directly or through a trust)? Y N 29 Pay wages of more than $1,900 to any one household employee? Y N 30 Have any unresolved tax issues from prior years? Y N 31 Have ownership or authority over a a foreign bank account (directly or via trust)? Y N 32 Have you provided all of your known income and deductions? TAX FORMS: Please provide copies of your 2016 tax forms: W 2s, 1099s, 1098s, K 1s, etc. NEW CLIENT ONLY: We also need a copy of your 2015 (and 2014 if available) tax returns.
TAX WORKSHEET 2016 TAX YEAR Use this page to list income and deductions NOT reported on a tax form. REMEMBER TO PROVIDE COPIES OF ALL TAX FORMS (W 2s, 1099s, 1098s, K 1s, etc.) PAGE 2 MEDICAL EXPENSES LIST ANY OUT OF POCKET MEDICAL EXPENSES HERE Prescriptons: $ Other: $ Doctors/Hospitals: $ Other: $ Dental: $ Other: $ Other: $ Other: $ HEALTH INSURANCE: If you were covered at any time in 2016, you should receive Form 1095 A, 1095 B, or 1095 C. Please provide copies of any of these forms that you received for 2016. List any health insurance premiums you paid OTHER THAN pre tax premiums from your employment: CHARITABLE CONTRIBUTIONS CIRCLE "C" FOR CASH OR "N" FOR NONCASH C / N $ CHARITABLE MILES DRIVEN: MORTGAGE INTEREST & REAL ESTATE TAX ONLY LIST HERE IF NOT ON FORM 1098 UNREIMBURSED EMPLOYEE EXPENSES LIST THINGS LIKE PARKING, UNIFORMS, EDUCATION, ETC. OTHER INFORMATION OTHER INCOME/DEDUCTIONS, OVERFLOW, EXPLANATIONS, DEPENDENT INFO Other income or deductions examples: gambling winnings, alimony, IRA contributions, investment expenses, etc. Also use this space for any overflow of above information or to provide explanations from the first page questions. LIST DEPENDENT INFO > name, bday, SSN, months in home, and any dependent care expenses LIST DEPENDENT CARE INFO > name, address, phone, tax ID, and amount paid per dependent
SUPPLEMENTAL INFORMATION BUSINESS/FARM ACTIVITY TAX YEAR 2016 This is for Form 1040, Schedule C or F. For partnerships, S corporations, or other, please contact us. BASIC INFORMATION Date started: Tax ID (if not SSN): Ownership (taxpayer/spouse): Bus. name: Product/Service: Are you active in business? Address (indicate if same as your home): INCOME LIST ALL OF YOUR REVENUE EXPENSES LIST ALL OF YOUR EXPENSES Advertising: $ Supplies $ Commissions: $ Taxes/Licenses: $ Contract Labor: $ Travel (out of town): $ Insurance: $ Meals/Entertainment: $ Interest: $ Utilities (not home office): $ Legal/Prof Services: $ Employee wages: $ Office Expenses: $ Phone/cell (not home land line): $ Rent (building/office): $ Other: $ Rent (equipment/other): $ Other: $ Repairs/maintenance: $ Other: $ HOME OFFICE IT MUST BE USED EXCLUSIVELY AND REGULARLY FOR THIS BUSINESS Date started using space: Home insurance: $ Total home square footage: Home utilities (not TV): $ Home office square footage: Home repairs: $ Home cost (do not include land): $ Other: $ Home value as of above date: $ Other: $ VEHICLE USED IN BUSINESS YOU MUST KEEP A LOG OF MILEAGE & BUSINESS PURPOSE Make and model of vehicle: Gas & Oil: $ Date purchased and cost: Vehicle registration/other: $ Total mileage for year: Vehicle insurance: $ Total business mileage: Repairs/Other: $ Do you have a log? Other: $ OTHER INFORMATION USE THE FOLLOWING SPACE FOR ADDITIONAL BUSINESS INFORMATION SUCH AS: Equipment/asset purchases or dispositions (include dates and cost), Additional vehicle info, etc. PAGE 3
SUPPLEMENTAL INFORMATION RENTAL ACTIVITY 2016 TAX YEAR PAGE 4 ENTER THE FULL ADDRESS OF EACH PROPERTY YOU OWN USE ADDITIONAL PAGES AS NECESSARY: Property Address A: Property Address B: Property Address C: PROPERTY A PROPERTY B PROPERTY C NUMBER OF RENTAL DAYS / PERSONAL DAYS > / / / Income Gross Rents: Expenses Advertising: Auto mileage (see vehicle section below): Travel (not vehicle expenses): Cleaning and maintenance: Commissions: Insurance expense: Legal and professional fees: Management fees: Mortgage interest: Repairs: Supplies: Taxes: Utilities: HOA fees: Other Information Date placed in service if this tax year: Cost of building (list land separately): Did you use this property personally?: VEHICLE INFORMATION YOU MUST KEEP A LOG OF MILEAGE & BUSINESS PURPOSE TO BE DEDUCTIBLE: Make and model of vehicle: Date purchased and cost: Total mileage for year: Total miles used for all properties: Do you have a log?: Gas & Oil: Registration fees: Vehicle Insurance: Repairs/Other: Other: OTHER INFORMATION USE THE FOLLOWING SPACE FOR ADDITIONAL RENTAL INFORMATION:
SUPPLEMENTAL INFORMATION TRANSPORTATION EMPLOYEE 2016 TAX YEAR PAGE 5 USE THIS IF YOU HAVE SIGNIFICANT UNREIMBURSED EMPLOYEE EXPENSES (AIRLINE EMPLOYEE, ETC.) Travel Expenses Away From Home (Exclude Meals)* Taxpayer Spouse Parking fees, tolls, taxis Lodging Car rental Other transportation *Do not include commuting expenses to/from your home base. Other Business Expenses Uniforms purchased Cleaning of Uniforms Luggage Pager Cell phone (business use portion only) Safety glasses Union dues FAA flight physical OR other medical physicals Education Internet cost related to scheduling/job only Other Other TRAVEL INFORMATION FOR PER DIEMS: You must list each foreign city and the number of overnight stays. For US cities, we can use a standard rate for all cities (provide total overnight stays in all US cities) or we can look up each city. If we look up each city, the fee for preparing the return will increase. NOTE: IF YOU USE FLIGHTLINE.COM OR SIMILAR CITY (FULL NAME) / DAYS CITY (FULL NAME) / DAYS CITY (FULL NAME) / DAYS CITY (FULL NAME) / DAYS OTHER INFORMATION USE THE FOLLOWING SPACE FOR ADDITIONAL BUSINESS INFORMATION SUCH AS: